13F Insight
DOSSIER · 13F-HR · Q1 2026

Linscomb Wealth, Inc.

Linscomb Wealth's pension fund based in Boston, MA — $2.2B in tracked AUM across 337 positions as of Q1 2026.

LW
Linscomb Wealth·Boston, MA·Pension Fund
CIK 0001313294 · last filed Mar 31, 2026
Total AUM
$2.2B
▼ 7.8%
vs prior
Holdings
337
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Linscomb Wealth, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$250M3.9M11.1%
02
IVV
ISHARES TR
$187M286K8.3%
03
XOM
EXXON MOBIL CORP
$115M678K5.1%
04
PRF
INVESCO EXCHANGE TRADED FD T
$94M2.0M4.2%
05
IJH
ISHARES TR
$92M1.4M4.1%
06
EFA
ISHARES TR
$85M876K3.8%
07
DON
WISDOMTREE TR
$83M1.6M3.7%
08
VTI
VANGUARD INDEX FDS
$45M141K2.0%
09
AVGO
BROADCOM INC
$38M124K1.7%
10
SDY
SPDR SERIES TRUST
$37M257K1.7%

Filing history

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